4

Project Estimation - Project status reporting

Project Estimation - Project status reporting

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Category: Project Service Automation (164)

STATUS DETAILS
Under Review
4

Project Estimation - Enabling editing on time-phased estimates

Project Estimation - Enabling editing on time-phased estimates

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Category: Project Service Automation (164)

STATUS DETAILS
Completed
Ideas Administrator

It is possble to edit effort estimate on project tasks in the time - phased views.

4

Time Entry, Expense, Approval - sharepoint integration to store receipts

Time Entry, Expense, Approval - sharepoint integration to store receipts

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Category: Project Service Automation (164)

STATUS DETAILS
Under Review
3

Please allow Users to update multiple OR single Project Contract records to a "Closed" Status

Currenty, Users can only one Project Contract record Contract Status Reason to "Draft", "In Review", and "On Hold". Users can use Bulk Edit to edit multiple records to any of the Contract Status Reasons below. *Notice these are different Status Reasons that the OOB Status Reason for the Order ent...

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Category: Project Service Automation (164)

STATUS DETAILS
New
3

Ability to undo approved record on [Project Approval] record for Project Service

On [Project Approval] record for Project Service, currently, once approved record cannot be undone and deleted. Sometimes users approve a record unintentionally. It would be convenient if users can undo the approval or delete approved record.

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Category: Project Service Automation (164)

STATUS DETAILS
Completed
Ideas Administrator
This is delivered in PSA 3.x update 

This is under review
3

Allow input of Gross Amount for Expenses, instead of Net Amount

Out of the box Dynamics 365 PSA only allows for when submitting expenses, to add the Net Amount and the Sales Tax Amount. This is unintuitive, and requires additional calculations from the person entering the expense. It would be much more user friendly and intuitive to have the option to add th...

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0 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
New
3

Users should not be able to add time entry for deactivated project tasks in Projest service automation.

User are able to add a time entry Deactivated project task in PSA. As per the logic & Functionality for now it is termed as by design feature however creating time Entries for deactivated project task would create Jargon records & calculation.

Even I have observed as we can crea...

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your suggestion. I believe that you mean a completed or a future task when you say deactivated tasks. We are investing a lot in the areas of  time entry in terms of opening it for customization by using native CRM experiences and aligning the various time entry solutions from various MS products. As part of these investments, this feature should come in. We will keep posted as soon as we have release timeline attached to this. 

3

Change requests to live PSA project

As a D365 partner, one of the key requests we get for PSA implementations is that during an in-flight project, the need for change requests to add additional lines to the project are required. Such as an IT project requires new kit to be procured/installed that was di...

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your idea. This is in our roadmap. Will keep you posted once we have a release timeline. 

3

Resource Management - Compare applicants to a resource request

You have the ability to add applicants to a team member but there is no way to see how well their skills and/or roles compare to other applicants nor the resource request. 

 

There is a need for a scheduling function from the applicant subgrid, both for booking and comp...

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Rupa Mantravadi

PM, Microsoft

3

Syncing PSA Time Sheets with Dynamics 365 for Financials Time sheets

For companies that use both Dynamics 365 PSA and Financials, it would be very helpful if there was a way to have the time sheets sync. That would reduce the number of places employees have to record their activities and would help eliminate setup time for new employees. This would be great for...

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1 Comments

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Category: Project Service Automation (164)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We are actively working on aligning the different timesheet solutions that we have across Microsoft. We will keep you posted on that effort